Microsoft, every mention

11 scenes (said by David Cahn), the whole family · ← back to Microsoft

mentionsepisodesper episode tap a year for its mentions

Verbatim, from the transcripts: the passages where Microsoft comes up

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▶ 22:51 David Cahn Microsoft and Amazon specifically were driving the vast majority 5 times in the scene

▶ 9:11 David Cahn Microsoft, Amazon, and, and, and, uh, and, and Microsoft Azure and Google now represent seven trillion dollars of market cap.
▶ 9:11 David Cahn Microsoft, Amazon, and, and, and, uh, and, and Microsoft Azure and Google now represent seven trillion dollars of market cap.
▶ 11:54 David Cahn That's the business that Azure, Google and, uh, and, uh, and AWS control is the same size as the entire SaaS sector.
▶ 16:53 David Cahn So Microsoft or Amazon goes to this real estate developer and he says, hey,
▶ 23:27 David Cahn And I think actually one of the big questions that Microsoft and OpenAI are going to face, uh, and Amazon and Anthropik are going to face is how do they, how do they unify those efforts, right?
▶ 24:21 David Cahn Microsoft has a cash machine called Azure.
▶ 26:10 David Cahn Like Microsoft probably doesn't want to acquire open AI.
▶ 33:24 David Cahn And if Microsoft stops buying your diesel generators, that factory is going to sit dormant. 2 times in the scene
▶ 42:28 David Cahn So Microsoft builds their own data center. 8 times in the scene
▶ 44:45 David Cahn You're basically getting Microsoft debt through this kind of financial engineering, you're getting a slightly better return on that Microsoft debt, and you can deploy a lot of capital against that because, hey, Harry, if I offered you… 2 times in the scene

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